How to Send Email Using Automation Anywhere

Automation Anywhere is a powerful tool for automating tasks such as emails. Its user-friendly interface and features make it simple to send emails with just a few clicks.

First, configure the email settings within the Automation Anywhere platform. Input details like SMTP servers, email addresses, and authentication for secure connection.

Create an automation task for sending emails. It could involve extracting data or generating reports to share. Automation Anywhere offers a range of actions and commands to help you format emails and add attachments.

What’s unique is its ability to handle complex scenarios. For instance, it can generate personalized content in emails using variables from external files or databases. This enables messages to be customized based on recipient attributes or other factors.

Plus, Automation Anywhere has robust error handling features. Retry failed attempts, log errors, and follow alternative paths – all with predefined conditions.

What is Automation Anywhere?

Automation Anywhere is a mighty tool that helps businesses automate repetitive jobs easily. It can boost productivity, streamline operations, and reduce mistakes. Automation helps companies make the most of their resources and focus on more important tasks.

This platform has an easy-to-use interface, so users with different technical levels can make use of it. This means employees from all departments can contribute to automation without extensive training. Automation Anywhere also offers many pre-built commands and templates that can be changed to fulfill certain business needs.

This system connects with various applications and systems, making it a flexible solution for different working environments. Whether it’s automating data entry or managing complex workflows, Automation Anywhere provides smooth connectivity and efficient collaboration across departments.

An e-commerce company recently enhanced its customer service with Automation Anywhere. It implemented an automated email system that sent customized follow-up emails after purchases. This not only improved customer satisfaction but also increased engagement and repeat business.

Setting up Automation Anywhere for Email Automation

  1. Install Automation Anywhere software to your computer. Follow the instructions provided by the provider to finish the process.
  2. Once that’s done, configure Simple Mail Transfer Protocol (SMTP) settings. This involves entering the SMTP address, port number and authentication details from your email service provider.
  3. Open Automation Anywhere and create a task for sending emails. Assign a meaningful name to it.
  4. Define email details like the sender’s name, address, recipient’s address, subject and body.
  5. If you want to attach files, use Automation Anywhere’s file attachment feature. Provide the file paths in the task. Ensure your files are accessible.
  6. Run the task and check if emails are sent properly. Monitor any errors for troubleshooting.
  7. Be mindful of security protocols when automating emails. These protocols protect sensitive information.
  8. In 2019, a huge company successfully used Automation Anywhere for email automation. This reduced manual work and improved accuracy. It showed Automation Anywhere’s effectiveness in boosting productivity and operational efficiency.

Creating a Task for Sending Email

Sending emails with Automation Anywhere is easy! Here are 6 quick steps:

Step Action
1 Open Automation Anywhere and go to the ‘Task Editor’.
2 Click ‘New Task’ to create a new task.
3 Drag ‘Email Automation’ command into the task canvas.
4 Configure email details like recipient’s address, subject, and body.
5 Attach any files with the ‘Attach File’ option.
6 Click ‘Run Task’ and send the email.

Customize more settings like CC/BCC, priority, and formatting. Plus, use dynamic templates for personalized emails, add multiple recipients with variables or CSV files, and schedule tasks for automatic delivery.

Here’s an example of how powerful email automation can be. A marketing exec had to send thousands of promo emails each week. He used Automation Anywhere to automate the process. His time was saved, and accuracy and consistency were ensured. He could focus on other tasks while emails were sent in the background.

Configuring Email Automation Options

Set up your email server details, such as SMTP address and port number. This ensures your emails reach the right server and are delivered successfully. You can also add authentication credentials if needed.

Customize email templates with dynamic content from Automation Anywhere. This means personalized messages for each recipient. You can also attach files and take screenshots while automating a task – no manual intervention necessary!

Keep track of progress with email notifications. You’ll know if an error or exception occurs during task execution.

Email automation options improve efficiency and productivity. Don’t miss out – optimize your workflows with Automation Anywhere! Streamline communication and stay ahead in the digital world. Get rid of mundane tasks and unlock new levels of productivity. Embrace the transformative tool and elevate your business!

Running and Testing the Email Automation Task

For successful Email Automation Task running and testing using Automation Anywhere, follow these 6 easy steps:

  1. Open the Automation Anywhere platform and go to task editor.
  2. Drag and drop necessary actions from the email automation commands library onto task workspace.
  3. Configure each action with input parameters like email recipients, subject, body, attachments, etc.
  4. After configuration is complete, save and close the task editor.
  5. Go to control room and schedule or trigger task for execution.
  6. Monitor execution logs to make sure the email automation task runs without errors.

It’s important to note that Automation Anywhere offers features like variable substitution, conditional statements, and error handling mechanisms when configuring email actions.

Pro Tip: To stay organized and streamline automation further, use variables to store commonly used values like email addresses or subject lines. This will enhance reusability and make maintenance easier in the future.

Troubleshooting Email Automation Issues

Email automation can be tricky. Consider these points when troubleshooting:

  • Check server settings, including SMTP address and port.
  • Verify credentials and permissions are correct.
  • Adjust firewall/security settings if needed.
  • Test with different email addresses/formats to spot issues.

Don’t forget to read error messages or logs.

Gartner predicts that by 2023, 50%+ of large and medium organisations will use process automation tech, such as email automation tools, to improve efficiency.

Best Practices for Email Automation with Automation Anywhere

Email automation is essential for business. To do it right with Automation Anywhere, follow some best practices. This way, businesses can make their communication smoother and increase productivity.

First off, test the process thoroughly. This will help identify any errors or glitches that could arise. Plus, use the built-in features Automation Anywhere offers.

Know the target audience: take into account preferences, behavior, and demographics. This lets you customize emails, and improve customer engagement and conversions.

Personalization is key too. Address people by name, give relevant info to build a connection and trust. Segment email lists based on criteria for more targeted messaging.

Also, maintain a clean and up-to-date contact database. Delete inactive or wrong emails to prevent bounce backs and get higher deliverability. Double opt-ins make sure subscribers really want emails.

Analyze and optimize email automation strategies. Use Automation Anywhere‘s tracking tools to monitor metrics like open rates, clicks and conversions. Make changes for better outcomes.

A study by found personalized emails have 6x higher transaction rates than non-personalized ones. This shows why it’s so important to use best practices for email automation with Automation Anywhere.

Follow these best practices to engage the audience and get results. Thorough testing, personalization, clean contact databases, and regular optimization make email automation a powerful tool for success.


Automation Anywhere has made sending emails simpler and more effective. Just by following a few steps, users can automate the process of creating and delivering emails, saving time and effort. However, there are some key considerations to keep in mind.

  1. Firstly, make sure you enter the recipient and the subject line correctly. This ensures that the email reaches the right person without any issues. Check for any typos or errors in the email body to stay professional.
  2. Also, use Automation Anywhere’s formatting options to make the email look good. With HTML tags and tables, you can design attractive emails that get your message across.
  3. Finally, take advantage of the attachment feature. Include any relevant files or documents with your email. This is great for sharing information or collaborating with others remotely.
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